Business Details
Your Trusted Partner for Comprehensive Financial Planning
Sax Wealth Advisors is an independent registered investment advisor committed to strategic long-term financial and estate planning built on trust, integrity, and meaningful client relationships. As a wholly owned subsidiary of SAX, an accounting, tax, and advisory firm with over 60 years of industry experience, we leverage deep expertise and resources to enhance clients' financial positions at every life stage. Our fee-only structure ensures fiduciary responsibility, prioritizing client interests without proprietary product sales. We specialize in academic, research-based investment approaches, passive asset class investing, and global diversification to minimize risk while maximizing returns.Registered with the Securities Exchange Commission, we adhere to the highest fiduciary standards and maintain affiliations with organizations like NAPFA and Dimensional Fund Advisors. Our consultative process focuses on personalized financial roadmaps addressing estate planning, tax liabilities, retirement strategies, and charitable giving. With offices across multiple states, we combine boutique-style service with comprehensive solutions, offering proactive account monitoring, transparent communication, and direct access to dedicated advisors. Our mission is to become clients' most valued financial partner by aligning their visions with actionable, evidence-based strategies.
Services
Financial Planning
Estate Planning
Investment Management
Proactive Tax Planning
Wealth Advisory
Highlights and features
- We operate as fiduciaries bound by SEC regulations to prioritize client interests.
- Our fee-only structure eliminates conflicts of interest from proprietary products.
- 60+ years of combined expertise through our affiliation with SAX accounting firm.
- Academic, research-based investment strategies minimize market noise exposure.
- Personalized financial roadmaps address multi-generational wealth transfer needs.
Associations and certifications
- Securities and Exchange Commission (SEC)
- National Association of Personal Financial Advisors (NAPFA)
Services
Financial Planning
We create customized financial roadmaps addressing retirement goals, tax optimization, and wealth transfer strategies. Our planners analyze income streams, risk tolerance, and long-term objectives to develop actionable plans. Clients receive ongoing guidance to adapt strategies as life circumstances evolve.
Estate Planning
Our advisors collaborate with legal experts to establish wills, trusts, and gifting strategies that minimize estate taxes. We ensure proper beneficiary designations and asset protection measures while maintaining compliance with evolving tax regulations for multi-generational wealth transfer.
Investment Management
We implement research-driven portfolios using passive index funds and global diversification principles. Continuous monitoring identifies rebalancing opportunities while maintaining risk-appropriate asset allocations aligned with individual financial goals and market conditions.
Proactive Tax Planning
Our CPA-affiliated team develops year-round tax strategies to reduce liabilities through income timing, charitable contributions, and retirement account management. We coordinate with external accountants to ensure compliance with federal and state tax codes.
Wealth Advisory
We provide comprehensive advice covering insurance needs, education funding, and business succession planning. Our advisors integrate all financial aspects to create cohesive strategies that address both immediate needs and long-term objectives.
People
Natalie Alvarez
Director of Client Services
Natalie Alvarez leads client service operations with over 15 years of experience in financial advisory services. She specializes in streamlining client communications and ensuring seamless implementation of wealth management strategies.
Matthew Bernocchi
Partner, Wealth Advisor
Certified Financial Planner Matthew Bernocchi delivers personalized investment strategies with a focus on retirement planning. He brings 12 years of experience in creating tax-efficient wealth transfer solutions for high-net-worth families.
Jack Cassidy
Director of Investment Strategy
Jack Cassidy oversees portfolio construction using evidence-based investment principles. With 18 years in asset management, he specializes in creating diversified portfolios aligned with clients' risk tolerance and financial objectives.
William Connor
Partner, Wealth Advisor
CFA and Certified Financial Planner William Connor develops comprehensive financial plans integrating tax, estate, and investment strategies. He has guided clients through complex financial transitions for over 15 years.
Marie DeCaprio
Head of Investment Policy Committee
MBA and triple-certified advisor Marie DeCaprio leads investment strategy development. With 20+ years in wealth management, she ensures portfolio strategies align with academic research and market trends while meeting client needs.
Questions
What services does Sax Wealth Advisors offer?
We provide financial planning, estate planning, investment management, tax planning, and wealth advisory services tailored to individual and institutional clients.
Are Sax Wealth Advisors legally registered?
Yes, we are registered with the U.S. Securities and Exchange Commission as an independent investment advisor.
How does the fee-only structure benefit clients?
Our fee-only model eliminates conflicts of interest by prohibiting commissions or third-party product sales, ensuring unbiased financial advice.
What makes Sax Wealth Advisors unique?
We combine 60+ years of SAX accounting expertise with academic investment strategies and personalized service as fiduciaries.
How often do advisors review client portfolios?
We conduct quarterly or semi-annual reviews while providing continuous advisory services for ongoing portfolio adjustments.
